QUESTION: If you had the first appointment with your new Financial Advisor, would you be bringing in a written financial plan to show him or her?

A) Yes
B) No

ANSWER: B - Likely not… The reality is that only 14% of baby boomers have any type of written financial strategy, pointing out that 86% of baby boomers continue to operate their finances without a map, GPS, or a clue for our future.

SOURCE: Transamerica Center for Retirement Studies